ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 26 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,034 | -3.0% | 20,734 | -3.5% | 0.17% | +1.8% |
| Q2 2023 | $496,112 | -3.3% | 21,495 | -3.1% | 0.17% | -6.6% |
| Q1 2023 | $513,295 | -18.1% | 22,191 | -19.6% | 0.18% | -22.8% |
| Q4 2022 | $626,477 | +42.7% | 27,585 | +39.8% | 0.24% | +36.2% |
| Q3 2022 | $439,000 | +2.1% | 19,736 | +1.8% | 0.17% | +22.5% |
| Q2 2022 | $430,000 | -6.3% | 19,388 | +0.3% | 0.14% | +2.2% |
| Q1 2022 | $459,000 | +53.5% | 19,338 | +58.3% | 0.14% | +56.2% |
| Q4 2021 | $299,000 | +1323.8% | 12,216 | +1304.1% | 0.09% | +1171.4% |
| Q3 2021 | $21,000 | – | 870 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Partners, LLC | 99,825 | $2,267,029 | 2.75% |
| TMD Wealth Management, LLC | 225,180 | $5,113,838 | 2.28% |
| Richard P Slaughter Associates Inc | 233,354 | $5,299,469 | 1.67% |
| Tyler-Stone Wealth Management | 83,055 | $1,886 | 1.28% |
| IRON Financial LLC | 96,950 | $2,201,745 | 1.26% |
| Werba Rubin Papier Wealth Management | 105,386 | $2,393,314 | 0.99% |
| Day & Ennis, LLC | 43,953 | $998,173 | 0.39% |
| Baltimore-Washington Financial Advisors, Inc. | 171,128 | $3,886,298 | 0.38% |
| Peloton Wealth Strategists | 28,010 | $636 | 0.31% |
| Carr Financial Group Corp | 22,291 | $506,220 | 0.27% |